Questionnaire Company Name * Name * First Name Last Name Email Address * How often would you like scheduled employee education meetings? * Quarterly Semi Annual Annual Comments How often would you like scheduled employee enrollment meetings? * Per Request Quarterly Semi Annual Annual Comments How often would you like scheduled Trustee/ Investment Committee meetings? * Semi Annual Annual Comments Would you like scheduled individual employee meetings? * No Yes - Semi Annual Yes - Annual Comments Would you like to make our Webex educational series to your employees? * Yes No If yes, please tell us who in your company should receive the invitation to share with your employees? Would you like to include your employees in our monthly e-news 401(k) educational communications? * If Yes, you will have to provide a list of e-mails for your employees. Yes No Thank you!
